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Generate more leads with the tractFile + Tamarac CRM integration
tractFile / Tamarac CRM
Integrations

Streamline your data management process with the tractFile + Tamarac CRM integration

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Does tractFile integrate with Tamarac CRM? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 370 integrations. Start now connecting tractFile and Tamarac CRM

Quick summary of tractFile

tractFile is a powerful and simple to use contract management and CRM software. The tractFile system is fully customizable and flexible and allows you to keep track of contracts and recurring transactions. tractFile also boasts an excellent CRM module which is great for setting reminders and keeping up with your customers' needs.

The CRM module also allows you to create company profiles or only customer profiles and you can link client profiles to a company. Once in the system, you can connect reminders to customers so you know when to send them by e-mail or if you have a meeting with them.

The tractFile contract management module allows you to create templates for your contracts by highlighting different clauses in the contract to send to your customers to make sure they read that part. You can also set up recurring payments for contracts that automate billing.

Quick summary of Tamarac CRM

Tamarac CRM is a web-based customer relationship management system designed specifically for independent consultants and based on the reliable Microsoft Office 365 platform.

A team of consultants works together with Tamarac CRM to provide the best strategies to implement in the software to obtain good relationships with customers.

Tamarac CRM is designed to work with Microsoft Outlook and its interface is modeled on Microsoft Office applications so that your staff will enjoy adopting it. Because Tamarac CRM is cloud-based, you can access it from anywhere via a computer or mobile device.


What you can do with tractFile and Tamarac CRM

Create new Tamarac CRM leads with tractFile

Update Tamarac CRM leads with tractFile


Other popular Tamarac CRM integrations offered by LeadsBridge

No integration available but…
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NOTE tractFile is on Waiting List
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